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Filter and sort inspections

Learn how to filter and sort inspections via the web app and the mobile app.

Why filter and sort inspections?

As you and your team conduct more inspections, your list can become harder to manage. Filtering and sorting options can help you narrow down the list and access inspections with ease.

Take note

  • You can only filter inspections by sites, filtering inspections by levels, such as areas or regions, isn't supported.

  • Sorting options between the web app and the mobile app are slightly different.

Filters and sorting orders you apply on the web app and mobile app will stay in place, even if you navigate between pages or log out and log in.

Filter inspections

  1. Log in to the web app.

  2. Select Inspections from the menu on the left-hand side.

  3. Click Plus iconAdd filter on the upper-left of the list and select from the filter options:

    • Access: Select Owned by me to only show inspections you own or Shared with me to only show inspections that are shared with you.

    • Template: Select the templates or bookmarked templates you want to filter by.

    • Template folder: Select the folders that contain the templates you want to filter by.

    • Groups: Select the groups you want to filter by.

    • Site: Select the sites you want to filter by.

    • Conducted date: Select the conducted date range you want to filter by.

    • Completed date: Select the completed date range you want to filter by.

    • Asset: Select the assets you want to filter by.

  4. Click Done once you've selected the items to filter by.

  5. This refreshes the list to show only inspections within your filter.

  6. You can repeat from step 3 to stack multiple filters and narrow down your list even further. Or click image on existing filters to remove and start again.

Sort inspections

  1. Log in to the web app.

  2. Select Inspections from the menu on the left-hand side.

  3. Sort from the following column headers:

    • Inspection: Sort by inspection title.

    • Score: Sort by inspection score.

    • Conducted: Sort by inspection start date.

    • Completed: Sort by inspection completion date.

  4. You can also click the arrow to sort the list in order based on the option you've selected:

    • Inspection: Down arrow sorts from inspections that start with symbols. Up arrow sorts from inspections with no names. If you're sorting by the up arrow, inspections will be sorted by their names in the following order:

      1. No names

      2. Numbers

      3. Alphabetically from A to Z

      4. Symbols

    • Score: Down arrow sorts from the inspection with the highest score. Up arrow sorts from the inspection with the lowest score.

    • Conducted: Down arrow sorts from the most recent inspection by start date. Up arrow sorts from the oldest inspection by start date.

    • Completed: Down arrow sorts from the most recent inspection by completion date. Up arrow sorts from incomplete inspections.

  5. Repeat from step 4 to sort your list in different orders.

  1. Open the mobile app.

  2. Tap Inspections at the bottom of your screen.

  3. Select the In Progress & Completetab at the top of your screen.

  4. Tap the icon at the upper-right of your screen.

  5. Select from the sorting options:

    • Name: Sort by inspection title alphabetically from A to Z.

    • Incomplete: Sorts from incomplete inspections.

    • Last conducted: Sorts from the most recent inspection by start date.

    • Score: Sorts from the inspection with the highest score.

  6. Repeat from step 4 to sort your list in different orders.

  1. Open the mobile app.

  2. Tap Inspections at the bottom of your screen.

  3. Select the In Progress & Complete tab at the top of your screen.

  4. Tap the icon at the upper-left of your screen.

  5. Select from the sorting options:

    • Title (A-Z): Sort by inspection title alphabetically from A to Z.

    • Title (Z-A): Sort by inspection title alphabetically from Z to A.

    • Incomplete first: Sorts from incomplete inspections.

    • Complete first: Sorts from the most recent inspection by completion date.

    • Date conducted (Newest): Sorts from the most recent inspection by start date.

    • Date conducted (Oldest): Sorts from the oldest inspection by start date.

    • Score % (High to Low): Sorts from the inspection with the highest score.

    • Score % (Low to High): Sorts from the inspection with the lowest score.

  6. Repeat from step 4 to sort your list in different orders.

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